SOAR Tools and Worksheets
These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.
Getting Started
Is this a SOAR Applicant?
- Sample SOAR Referral Tool | Criminal Justice Version* (DOCX)
- Definitions of Homelessness
- Identifying SOAR Applicants | Criminal Justice Version* (PDF) | Spanish Version
- SOAR Eligibility Decision Tree | Spanish Version
Information Gathering
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Initial Meeting Worksheet (DOCX)
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SSA Forms Guide (DOCX)
Non-Medical Information
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Rental Loan Agreement (DOCX)
Medical Records Collection
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Sample Multi-Agency Release (DOCX)
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Medical and Functional Information for SSI/SSDI (1/1/18) (DOCX)
Medical Summary Report Tools
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MSR Template only (DOCX)
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Supporting Documentation
Application Review and Submission
- Quality Review Checklist (DOCX)
- Creating a my Social Security Account for Applicants Flowchart
- Online Disability Benefits Application and Adult Disability Report
Post-Benefit
Employment
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SSI Benefits & Work: Worksheet (Word) | Calculator (Excel)
Other
Appeals
*These tools were developed by Policy Research Associates in partnership with the National Reentry Resource Center with a grant awarded by the Bureau of Justice Assistance.
Resources
Files
Attachment | Size |
---|---|
Sample SOAR Referral Application - Criminal Justice | 539.13 KB |
Identifying SOAR Applicants - Criminal Justice | 239.39 KB |
Initial Meeting Worksheet | 259.56 KB |
SSA Forms Guide | 71.54 KB |
SSI & SSDI Non-Medical Documentation Checklist | 277.61 KB |
SSI Income/Resource Worksheet | 249.82 KB |
Sample Rental Loan Agreement | 252.02 KB |
Sample Agency Authorization for Release of Information | 16.73 KB |
Sample Medical Records Request Letter | 260.65 KB |
Sample Multi-Agency Release.docx | 24.75 KB |
MSR Template | 55.17 KB |
Application Tracking Worksheet | 61.88 KB |
Sample Physician Letter to Continue Benefits During Hospital/Nursing Home Placement | 12.73 KB |
SSDI Trial Work Period Tracking | 67.67 KB |
Sample Withdrawal of Representative Letter | 25.58 KB |
Sample Good Cause for Late Appeal letter | 26.39 KB |
Details
- Type:
- Guides
- Date:
- July, 2023
Other Details
- Topic
- Application Toolbox
- Focus
- People Involved in the Legal System